Browsing Tag
Figure AI
3 posts
Shaires (AIM: SHR) builds $86.7m private AI portfolio as London investors weigh access against dilution
Shaires is assembling up to US$86.7 million of private AI and technology exposure, but indirect holdings and large new-share issuance make NAV growth the real test.
IREN (NASDAQ: IREN) surges 20% as $2.8bn AI deals reset growth outlook
IREN’s new artificial-intelligence cloud contracts improve revenue visibility and reduce part of its funding burden, but delivery, dilution and capital intensity remain decisive.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.